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The Dislocation of the Top 10 Equity Markets
I think it's hard for a lot of people to wrap their head around the difference that you're seeing in these top 10 equities on these indices. If you have a small business or even a medium sized business, it's a struggle to this day right now. The fact that the markets are at ripping the way they are led by whatever very narrow leadership attack around a theme of AI reminds me very much of earlier in my career in the late 90s. I'm horizon where do I think AI is going to change everything? Yeah, I do. Do I think it's going to change it faster than the Internet? Yes. Do I Think the productivity enhancements that people are excited about